Process daily check functions each morning prior to user arrival.
Sort, prepare, and handle outgoing claim checks on a daily basis.
Manage voids, transfers, and refunds related to claim checks.
Maintain and reconcile client bank accounts, posting relevant financial data accurately.
Perform monthly bank reconciliations.
Develop and maintain Excel spreadsheets for accounting tracking and reporting.
Complete miscellaneous duties as assigned, including filing, subcontractor documentation, and special projects.
Perform other duties as assigned by management.
Requirements
Strong general office skills and computer literacy; proficiency in Excel required.
Aptitude for numbers; 10-key by touch.
Effective written and verbal communication; strong customer service skills.
Ability to work efficiently in a fast-paced environment while maintaining discretion and integrity.
Organized, detail-oriented, motivated, and a team player with professional presentation.
Consistent attendance is required.
Benefits
Medical, dental, and vision plans to ensure your health and that of your family.
A 401k plan with employer matching to help you build a secure financial future.
Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
Paid holidays.
Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bank reconciliationfinancial data postingExcel proficiencyclaim check managementvoids managementtransfers managementrefunds management10-key by touch